AustralianSuper’s A.O. Smith AOS Stock Holding History

AustralianSuper’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,538	Closed	-$587K	–	220
2024 Q3	$587K	Buy	6,538 +3,483	+114%	+$288K	﹤0.01%	228
2024 Q2	$250K	Buy	+3,055	New	+$259K	﹤0.01%	233
2023 Q2	–	Sell	-242,446	Closed	-$16.8M	–	265
2023 Q1	$16.8M	Sell	242,446 -11,492	-5%	-$747K	0.1%	114
2022 Q4	$15M	Buy	253,938 +92,104	+57%	+$5.15M	0.1%	126
2022 Q3	$7.86K	Buy	161,834 +62,056	+62%	+$3.56M	0.06%	146
2022 Q2	$5.46K	Sell	99,778 -1,500	-1%	-$90K	0.03%	171
2022 Q1	$6.47K	Buy	+101,278	New	+$7.37M	0.04%	173
2021 Q4	–	Sell	-87,408	Closed	-$5.34M	–	183
2021 Q3	$5.34M	Buy	87,408 +16,555	+23%	+$1.16M	0.03%	173
2021 Q2	$5.11M	Sell	70,853 -4,858	-6%	-$335K	0.04%	158
2021 Q1	$5.12M	Buy	+75,711	New	+$4.6M	0.04%	148

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return